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2017 Stock Market Update
The stock market has continued to have success. The big surprise of the year continues to be international stocks. The Matson Money International Stock fund is up 21.89% this year, compared to the Matson Money US Stock Fund which is up just 8.27%. The following is from the Matson Money quarterly update. “The 3rd quarter…
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The Surprising Reason You Shouldn’t Buy the Best Mutual Funds
It seems like common sense to buy a product that is popular or seems to be doing well. For example, a few of my friends will be buying the new I Phone X, largely because Apple has a proven track record of making successful and innovative phones. As consumers, that is what we look for…
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Buy Apple Stock, or Diversify?
Diversification seems to be a buzzword that is thrown around by investment gurus way too often. It is a feel good word that advisors use to sound intelligent and sophisticated. That is fine and all, but most investment advisors and their clients do not even understand what true diversification in an investment portfolio really means.…
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First Half of 2017 Market Recap
2017 is more than half over now, and a lot has happened. In case you haven’t heard, international stocks are killing it. The Matson Money International Fund is up almost 14% through the first half of the year. The following is commentary from Matson Money on the 2nd quarter in the markets. The 2nd quarter…
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You Can’t Afford to DIY Investing
With the proliferation of the Internet and continued expansion of online investment tools, the role of an Investment Advisor is now of crucial importance. Personal investors have access to more information than they ever have before, but wading through the data to find that path to success and discipline still requires the eye of a trained…
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3rd Quarter Returns: I Told You So
The weather was not the only thing that was hot from July to September, but your investment portfolio most likely was as well. Let’s just hope you stayed disciplined to receive the tough returns. The following is an excerpt from the Matson Money quarterly statement. “The 3rd quarter of 2016 provided much smoother sailing for…
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YTD Market Returns and Analysis
Returns have been pretty bipolar thus far this year. After a very bad start in January, the market was back up and doing well until turmoil hit with Brexit Vote, and now everything is good again. As of the end of June, the Free Market US Equity Fund (diversified US Mix) was up 3.3%. The…
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Do You Have the Investor Instinct?
Many investors and young potential investors are still scared out of their minds because of what happened to a lot of innocent investors in 2008. I have heard a few horror stories of people who supposedly lost all of their retirement money because of the crash. Many young professionals are scared of the stock market…
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Don’t Sell International Stocks, Here’s Why
Today I would like to tackle the question, why should I be invested internationally? This question has been asked by investors more frequently after the horrible year’s international stocks had in 2014 and 2015. So lets look at the data and see if there is any reason to keep international stocks in your portfolio. International…
